Purchases and Sales Made in Q3 2023 in Vanguard Utilities ETF (VPU)
This table provides information about the institutional ownership of Vanguard Utilities ETF (VPU) during Q3 2023. The information is specifically focused on institutions that hold shares of VANGUARD UTILITIES ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 17, 2023
Q3 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
19+ 0.73% |
$2.42K - $2.82K
|
2.63K
$437K
|
|
|
Nov 13, 2023
Q3 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
16New |
$2.04K - $2.38K
|
16
$2.65K
|
|
|
Oct 23, 2023
Q3 2023
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
15+ 0.74% |
$1.91K - $2.23K
|
2.03K
$337K
|
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
14+ 0.09% |
$1.78K - $2.08K
|
15K
$2.49M
|
|
|
Nov 02, 2023
Q3 2023
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
13New |
$1.65K - $1.93K
|
13
$2.16K
|
|
|
Aug 13, 2024
Q3 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
12+ 0.12% |
$1.53K - $1.78K
|
10.3K
$1.7M
|
|
|
Oct 30, 2023
Q3 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
10+ 1.35% |
$1.27K - $1.49K
|
750
$124K
|
|
|
Oct 19, 2023
Q3 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
9+ 0.38% |
$1.15K - $1.34K
|
2.37K
$394K
|
|
|
Nov 06, 2023
Q3 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
9+ 0.76% |
$1.15K - $1.34K
|
1.19K
$198K
|
|
|
Nov 07, 2023
Q3 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
8+ 0.34% |
$1.02K - $1.19K
|
2.34K
$388K
|
|
|
Nov 14, 2023
Q3 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
8+ 0.78% |
$1.02K - $1.19K
|
1.04K
$172K
|
|
|
Nov 01, 2023
Q3 2023
|
Aspen Wealth Strategies, LLC
Arvada, CO |
BUY
|
- |
6+ 0.31% |
$763 - $891
|
1.97K
$327K
|
|
|
Oct 13, 2023
Q3 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
5+ 0.89% |
$636 - $743
|
569
$94.4K
|
|
|
Oct 19, 2023
Q3 2023
|
Conrad Siegel Investment Advisors, Inc.
|
BUY
|
- |
4+ 0.1% |
$509 - $594
|
3.94K
$653K
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
3New |
$382 - $446
|
3
$498
|
|
|
Oct 23, 2023
Q3 2023
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
2+ 0.91% |
$254 - $297
|
222
$36.8K
|
|
|
Nov 13, 2023
Q3 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
2+ 0.03% |
$254 - $297
|
6.98K
$1.16M
|
|
|
Oct 30, 2023
Q3 2023
|
Sandy Spring Bank
|
BUY
|
- |
2+ 0.48% |
$254 - $297
|
417
$69.2K
|
|
|
Nov 13, 2023
Q3 2023
|
Integrity Financial Corp
|
BUY
|
- |
2New |
$254 - $297
|
2
$332
|
|
|
Oct 19, 2023
Q3 2023
|
Flagship Private Wealth, LLC
|
BUY
|
- |
1+ 0.04% |
$127 - $149
|
2.76K
$457K
|
|
|
Nov 14, 2023
Q3 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
1+ 0.34% |
$127 - $149
|
298
$49.4K
|
|
|
Oct 23, 2023
Q3 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
1+ 0.67% |
$127 - $149
|
150
$24.9K
|
|
|
Nov 08, 2023
Q3 2023
|
Archer Investment Corp
|
BUY
|
- |
1+ 0.94% |
$127 - $149
|
107
$17.7K
|
|
|
Nov 03, 2023
Q3 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1+ 0.14% |
$127 - $149
|
702
$116K
|
|
|
Nov 13, 2023
Q3 2023
|
Evoke Wealth, LLC
|
SELL
|
- |
-10- 0.58% |
$1.27K - $1.49K
|
1.7K
$283K
|
|
|
Nov 15, 2023
Q3 2023
|
American Trust
Lexington, KY |
SELL
|
- |
-10- 0.38% |
$1.27K - $1.49K
|
2.62K
$435K
|
|
|
Oct 19, 2023
Q3 2023
|
Investment Advisory Services Inc
The Woodlands, TX |
SELL
|
- |
-10- 0.23% |
$1.27K - $1.49K
|
4.26K
$706K
|
|
|
Nov 13, 2023
Q3 2023
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-11- 0.5% |
$1.4K - $1.63K
|
2.21K
$366K
|
|
|
Oct 17, 2023
Q3 2023
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-11- 2.81% |
$1.4K - $1.63K
|
380
$63K
|
|
|
Oct 31, 2023
Q3 2023
|
Money Concepts Capital Corp
|
SELL
|
- |
-15- 0.85% |
$1.91K - $2.23K
|
1.75K
$290K
|
|
|
Oct 25, 2023
Q3 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-19- 9.18% |
$2.42K - $2.82K
|
188
$31.2K
|
|
|
Nov 07, 2023
Q3 2023
|
Valmark Advisers, Inc.
|
SELL
|
- |
-23- 0.47% |
$2.93K - $3.42K
|
4.92K
$816K
|
|
|
Nov 14, 2023
Q3 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-30- 0.92% |
$3.82K - $4.46K
|
3.22K
$535K
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-33- 26.4% |
$4.2K - $4.9K
|
92
$15.3K
|
|
|
Nov 06, 2023
Q3 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-33- 1.88% |
$4.2K - $4.9K
|
1.72K
$285K
|
|
|
Oct 24, 2023
Q3 2023
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-35- 17.5% |
$4.45K - $5.2K
|
165
$27.4K
|
|
|
Nov 14, 2023
Q3 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-36- 9.3% |
$4.58K - $5.35K
|
351
$58.2K
|
|
|
Nov 14, 2023
Q3 2023
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-40- 1.35% |
$5.09K - $5.94K
|
2.91K
$483K
|
|
|
Nov 14, 2023
Q3 2023
|
Jones Financial Companies Lllp
|
SELL
|
- |
-44- 32.84% |
$5.6K - $6.54K
|
90
$14.9K
|
|
|
Oct 20, 2023
Q3 2023
|
Meridian Financial Partners LLC
|
SELL
|
- |
-50- 1.76% |
$6.36K - $7.43K
|
2.78K
$462K
|
|
|
Oct 30, 2023
Q3 2023
|
First Purpose Wealth LLC
|
SELL
|
- |
-53- 2.5% |
$6.74K - $7.87K
|
2.07K
$343K
|
|
|
Nov 15, 2023
Q3 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-54- 2.96% |
$6.87K - $8.02K
|
1.77K
$294K
|
|
|
Oct 24, 2023
Q3 2023
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-55- 1.92% |
$7K - $8.17K
|
2.81K
$466K
|
|
|
Oct 26, 2023
Q3 2023
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-56- 72.73% |
$7.12K - $8.32K
|
21
$3.48K
|
|
|
Oct 23, 2023
Q3 2023
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-60- 1.22% |
$7.63K - $8.91K
|
4.87K
$807K
|
|
|
Oct 13, 2023
Q3 2023
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-68- 3.61% |
$8.65K - $10.1K
|
1.81K
$301K
|
|
|
Nov 13, 2023
Q3 2023
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-70- 3.14% |
$8.91K - $10.4K
|
2.16K
$358K
|
|
|
Nov 03, 2023
Q3 2023
|
Guild Investment Management, Inc.
|
SELL
|
- |
-80- 1.25% |
$10.2K - $11.9K
|
6.34K
$1.05M
|
|
|
Oct 19, 2023
Q3 2023
|
Accel Wealth Management
|
SELL
|
- |
-84- 1.07% |
$10.7K - $12.5K
|
7.75K
$1.28M
|
|
|
Oct 17, 2023
Q3 2023
|
Roberts Wealth Advisors, LLC
|
SELL
|
- |
-86- 0.67% |
$10.9K - $12.8K
|
12.7K
$2.1M
|